Global credit markets navigated a challenging week as persistently elevated U.S. inflation data reinforced expectations that the Federal Reserve (Fed) will hold rates higher for longer. The 10-year...
Rising US rates pressured emerging market debt in Q3, though resilient demand, attractive yields, and varied country performance helped support returns.
September’s strong economic growth and persistent inflation pulled markets in different directions. Global equities held up for sterling investors, helped by a 2% fall in the pound against the US d...
Polen Capital's 5Perspectives Small-Mid Growth portfolio returned +28.21% (net) in Q2 2026, outperforming the Russell 2500 Growth Index by over 400 basis points in one of the best quarters for SMID...
Escalating Iranian attacks on tankers in the Strait of Hormuz pushed Brent crude oil prices above $100 per barrel and kept global bond yields elevated, weighing on risk assets for much of the week....
U.S. Treasury Curve: Treasury yields rose sharply, as stronger growth expectations and a Federal Reserve (Fed) rate increase pressured bonds, with 2- through 10-year yields rising approximately 50...
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Explore KAR's Q3 2026 market commentary covering the AI investment cycle, quality stock performance, small-cap investing, consumer spending trends, and key economic indicators shaping today's marke...
We feel like we have been calling for small caps to reassert themselves over and over again.
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